Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
If you upload resumes in your Dropbox, this workflow can help. It will extract data from resumes received in Dropbox by parsing them with CandidateZip, then store the extracted data in Clio account as a new contact, so you have it all documented. Say goodbye to manual data entry!
If you upload resumes in your Dropbox, this workflow can help. It will extract data from resumes received in Dropbox by parsing them with CandidateZip, then store the extracted data in Clio account as a new contact, so you have it all documented. Say goodbye to manual data entry!
- When this happens...New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Parse Resume Standard
Convert resume to basic fields plus employment and education data sets.
- then do this!Create Person Contact
Creates a person contact.
- New FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.Trigger
- New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.Trigger
- Create FolderCreates a brand new folder at the path you specify.Action
- Upload FileUpload an existing file or attachment not bigger than 100 MB.Action
- Move FileMoves a file to a new location at the path you specify.Action
- Create Text FileCreates a brand new text file from plain text content you specify.Action
- Create or Append to Text FileAdds a new line to an existing text file, or creates a file if it doesn't exist.Action
- Rename FileRenames a file that you specify.Action
- Dropbox
Creates a shared link for a file.
Scheduled
Action
- Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action
- Filter by Zapier
Set up rules to specify when this Zap can continue running.
Scheduled
Action
- CandidateZip Resume/Job Parser
Convert job description to normalized fields like job title, skills required, skills preferred, interview details, employer details.
Scheduled
Action
- CandidateZip Resume/Job Parser
Convert resume to basic fields: name, email, phone, address, current employer, current job profile, skill keywords etc.
Scheduled
Action
- CandidateZip Resume/Job Parser
Convert resume to basic fields plus employment and education data sets.
Scheduled
Action
- CandidateZip Resume/Job Parser
Convert resume to all possible fields.
Scheduled
Action
- Clio
Triggers when a new activity is created.
Instant
Trigger
- Clio
Triggers when a new bill is created.
Instant
Trigger
- Clio
Triggers when the state of a bill has changed.
Instant
Trigger
- Clio
Triggers when a new calendar entry is created.
Instant
Trigger
- Clio
Triggers when a new communication is created.
Instant
Trigger
- Clio
Triggers when a new contact is created.
Instant
Trigger
- Clio
Triggers when a new document is created.
Scheduled
Trigger
- Clio
Triggers when a new matter is created.
Instant
Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
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